InnovAge Holding
INNV
78 hedge funds and large institutions have $79.9M invested in InnovAge Holding in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 5 closing their positions.
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
56% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 18
20% more funds holding
Funds holding: 65 → 78 (+13)
0.73% less ownership
Funds ownership: 12.08% → 11.35% (-0.73%)
5% less capital invested
Capital invested by funds: $84.5M → $79.9M (-$4.63M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$3.04M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$1.53M |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$1.19M |
| 4 |
RWM
Ritholtz Wealth Management
New York
|
+$867K |
| 5 |
Goldman Sachs
New York
|
+$385K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coliseum Capital Management
Rowayton,
Connecticut
|
-$4.75M |
| 2 |
AAG
Accordant Advisory Group
Annapolis,
Maryland
|
-$516K |
| 3 |
WCP
Welch Capital Partners
Harrison,
New York
|
-$225K |
| 4 |
WA
Waddell & Associates
Memphis,
Tennessee
|
-$170K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$119K |
INNV Hedge Fund Activity: Q4 2025 in Review
78 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in InnovAge Holding (INNV) for Q4 2025, worth a combined $79.9M — down 5.5% from $84.5M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new INNV positions and 5 closed out — a net gain of 14 holders — while 28 added to existing stakes and 18 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $3.04M. The largest seller was Coliseum Capital Management, cutting an estimated $4.75M.
- 78 institutional investors held InnovAge Holding (INNV) as of Q4 2025, up from 65 in Q3 2025.
- Funds reported $79.9M of InnovAge Holding stock for Q4 2025, down 5.5% quarter-over-quarter.
- 19 funds opened new InnovAge Holding positions in Q4 2025 and 5 closed out, a net change of +14 holders.
- The largest InnovAge Holding buyer in Q4 2025 was T. Rowe Price Investment Management, an estimated $3.04M added.
- The largest InnovAge Holding seller in Q4 2025 was Coliseum Capital Management, an estimated $4.75M sold.
Based on aggregated 13F filings for Q4 2025.